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Mineral Resources (MIN) investor relations material
Mineral Resources Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary30 Oct, 2025
Executive summary
Achieved 35 Mtpa nameplate capacity at Onslow Iron, shipping 8.6 million tonnes in Q1 FY26, and confirmed on-track volume and cost guidance for FY 2026.
Secured a AUD 200 million contingent payment from Morgan Stanley Infrastructure Partners due to Onslow Iron's performance, to be received in November 2025.
Board renewal included a new Chair and four new independent non-executive directors.
Safety performance improved, with TRIFA down 13% quarter-on-quarter to 3.35 and recordable injuries down 54% year-over-year.
Financial highlights
Liquidity at AUD 1.1 billion as of 30 September; net debt at AUD 5.4 billion, with $400 million capex in Q1.
Onslow Iron Carry loan balance reduced to AUD 714 million, down over AUD 50 million for the quarter.
Successfully refinanced $700 million notes, extending maturity to April 2031 at a 7% coupon, the lowest achieved.
Mining Services quarterly production steady at 81 million tonnes, up 19% year-on-year.
Iron ore attributable shipments 7.6 million tonnes, up 30% over the quarter; average realized price $90 (88% realization).
Lithium production at Mount Marion and Wodgina totaled 137,000 dmt SE6 equivalent, with sales of 142,000 tonnes; realized price up 32% to AUD 849/dmt.
Wodgina FOB cost at AUD 733/dmt, Mount Marion at AUD 796/dmt, both below guidance but expected to rise in H2.
Received AUD 41 million final payment for Lockyer 6 well under Hancock arrangement.
Outlook and guidance
On track for FY 2026 volume and cost guidance across all divisions.
Mining Services guidance of 305-325 million tonnes for the year, implying 13% annualized growth.
Iron ore Pilbara hub FOB costs expected to fall back within guidance as transition to Lamb Creek occurs.
Lithium costs at both Wodgina and Mount Marion expected to rise in H2 due to ore quality and pit transitions.
CapEx front-end weighted, with slower run rate expected in H2; guidance of $1.1B for FY26.
Onslow Iron: Haulage transition impact on costs?
Lithium: Mitigate 2H FY26 rising FOB costs?
Energy: Gingin Brook-1 abandonment implications?
Onslow Iron: What's needed for >38M tpa?
Lithium: Value threshold for inorganic options?
Mt Marion flotation: CapEx and decision timeline?
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Next Mineral Resources earnings date
AGM 202520 Nov, 2025
Next Mineral Resources earnings date
AGM 202520 Nov, 2025
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Frequently asked questions
Mineral Resources Limited develops, operates and maintains mining service and processing facilities for its mining operations in Australia, China and Singapore. The company focuses on iron ore, gold, lithium and tantalum minerals. It provides contracting services, such as drilling and blasting, materials handling, crushing and screening, contract crushing and beneficiation services. The company was founded in 1993 and is headquartered in Perth, Australia.
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